Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Irvine, CA | Palm Desert, CA | Palo Alto, CA | |
|---|---|---|---|
| Assets under management | $7.4M | $7.8M | $7M |
| Asset growth, last 2 years | – | – | −27% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 45 | 17 |
| Assets per client | – | $173K | $412K |
| Clients per advisor | – | 45 | 17 |
| Main custodian | – | – | Mtg, LLC |
| Filing with the SEC since | 2026 | 2026 | 2020 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Centerpoint Financial Management LLC: none listed · Agewise Financial Inc.: none listed · Ententvest Inc.: Mtg, LLC